Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to SharePoint List Records does
The Bot transfers data to the selected SharePoint record based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Export to SharePoint List Records
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the SharePoint record of your choice.
Export Custom Values to Export to SharePoint List Records
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your SharePoint account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant SharePoint records.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.
Get your data exported in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data will be transferred to the selected SharePoint table or entity.
Try pre-built workflows to experience the Export to SharePoint List Records in action
Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation.
Learn more
Service Request Details
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
Learn more
Refund/Return Request
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
Learn more
Website feedback survey
The Website feedback survey Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
Learn more
Other Bots often used with the Export to SharePoint List Records
Eliminate repetitive activities with no write code
Use Export to SharePoint List Records Bot
Begin a new Flow and transfer forms or generate documents right in the system to activate the Bots option. Choose an appropriate software robot from the list.
Configure it
Open up the Bot configuration menu. Complete all of the required fields to define general and advanced settings. Don’t forget about determining activation conditions to prevent false activations (you can add a couple of conditions).
See how it operates
Execute the workflow and discover the results. Ensure that the software robots operate correctly. If something doesn’t work, check the Bots log to correct the mistakes and run your Flow again.
